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First Trust Preferred Securities and Income ETF

360 hedge funds and large institutions have $4.47B invested in First Trust Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 188 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
6.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
44
Increased
188
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
226
Blackhawk Capital Partners
Wisconsin
$848K -$1.6M -78,095 -65%
NWA
227
Navis Wealth Advisors
New York
$822K
PWP
228
Principle Wealth Partners
Connecticut
$792K +$49.9K +2,429 +7%
MAFM
229
Mid Atlantic Financial Management
Pennsylvania
$765K -$12.9K -627 -2%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$749K +$749K +36,486 New
CFD
231
Creative Financial Designs
Indiana
$738K +$7.39K +360 +1%
MFP
232
Meridian Financial Partners
Virginia
$723K +$27.6K +1,347 +4%
Ameriprise
233
Ameriprise
Minnesota
$708K +$708K +34,210 New
CFS
234
CRA Financial Services
New Jersey
$666K +$67.1K +3,268 +11%
TFS
235
Thoroughbred Financial Services
Tennessee
$662K +$431 +21 +0.1%
Creative Planning
236
Creative Planning
Kansas
$637K -$2.67K -130 -0.4%
RIA
237
Realta Investment Advisors
Delaware
$626K +$158K +7,673 +34%
AWA
238
ARQ Wealth Advisors
Arizona
$618K +$41.9K +2,040 +7%
MP
239
McDonald Partners
Ohio
$610K
SFP
240
Strategic Financial Partners
Oregon
$602K +$193K +9,394 +47%
MPCG
241
Matrix Private Capital Group
New York
$600K
MWA
242
Meridian Wealth Advisors
Texas
$590K +$248K +12,075 +73%
VCM
243
Vivaldi Capital Management
Illinois
$589K +$103K +5,000 +21%
ACM
244
Advisors Capital Management
New Jersey
$589K +$589K +28,656 New
ERWM
245
Elk River Wealth Management
Colorado
$568K -$8.3K -404 -1%
BZWA
246
Blue Zone Wealth Advisors
California
$567K +$567K +27,608 New
Bank of New York Mellon
247
Bank of New York Mellon
New York
$529K +$529K +25,752 New
FPWM
248
FSB Premier Wealth Management
Iowa
$528K +$38K +1,855 +8%
BAAM
249
Baker Avenue Asset Management
California
$526K
RFWA
250
RPg Family Wealth Advisory
Massachusetts
$522K